See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,344 | $67,606+23.3% | $82,313+1.3% | $70,131+18.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.12% | 21.57%-9.4pp | 25.88%-13.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,976 | $1,755+12.6% | $2,428-18.6% | $2,342-15.7% |
| Participant deferral / active EE | $3,868 | $2,987+29.5% | $3,706+4.4% | $3,332+16.1% |
| Admin fee / account holder | $1,410 | $4,512-68.8% | $5,608-74.9% | $4,645-69.6% |